See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,944 | $91,190+148.9% | $178,490+27.1% | $79,858+184.2% |
| Participation rate | 84.2% | 69.2%+15.0pp | 81.9%+2.3pp | 69.6%+14.6pp |
| Annual return | 16.68% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $10,978 | $3,256+237.2% | $5,011+119.1% | $2,471+344.3% |
| Participant deferral / active EE | $9,641 | $3,236+197.9% | $5,202+85.4% | $3,740+157.8% |
| Admin fee / account holder | $4,857 | $6,751-28.1% | $13,984-65.3% | $5,306-8.5% |